Posts filed under “Financial Press”

10 Tuesday PM Reads

My afternoon train reads:

• Why Europe May Gain the Edge for Investors (NY Times)
• Alpha Addict: The Amazing Career of Leon Cooperman (CNBC)
• When Beliefs and Facts Collide (NY Times)
• Do optimists or pessimists manage their money better? (Yahoo Finance) see also Economists have a lot to learn from ‘The Big Bang Theory’ (FT)
• People Hate Bankers Because People Are Ignorant (Bloomberg View)
• The Difficulty in Holding Executives Accountable (DealBook)
• Limousine liberalism’s good works (WaPo)
• State’s job growth defies predictions after tax increases (Sacramento Bee)
• Apple Readies a Big Bet on Big-Screen Phones (WSJ)
• 22 Goyim Who Must Be Stopped (Buzzfeed)

What are you reading?

Markets Don’t Dwell on Bad News

Source: WSJ

Category: Financial Press

10 Tuesday AM Reads

My morning afternoon train reads (continues here): • The Pendulum Takes A Swing Towards Value Stocks (NY Times) • Biggie Smalls (Reformed Broker) see also Small-cap stocks run into big doubts (WSJ) • Gary Shilling:  The Boom Is Coming, and Sooner Than You Think (BV) • What Millennials Want That Their Boomer Parents Hate (Time)…Read More

Category: Financial Press

10 Monday PM Reads

My afternoon train reads: • This is one of the biggest bull markets of my career, and these charts show it’s not over (Business Insider) • No Bias (Irrelevant Investor) see also When Beliefs and Facts Collide (NY Times) • Dark Pool Disfavor Above 50% in Poll Amid High-Frequency Fallout (Bloomberg) • Investors should check…Read More

Category: Financial Press

10 Monday AM Reads

My Monday morning train reads (continues here): • Who Routinely Trounces the Stock Market? Try 2 Out of 2,862 Funds (NY Times) That’s 0.07% • Quite Contrary (Barron’s) see also Don’t Pay Up for Selloff Protection (Barron’s) • Three Reasons This Is a Good Time to Be an Investor (WSJ) • GMO’s Jeremy Grantham Doesn’t…Read More

Category: Financial Press

Masters in Business: Rob Arnott of Research Affiliates

Rob Arnott turned the world of passive index investing upside down. Best known for creating “smart beta,” Arnott creates models weighted b y four factors: Sales, profits, book value and dividends. Market cap is not relevant to him. Funds running Arnott’s models manage about $200 billion dollars in smart-beta strategies. Assets have increased by 59…Read More

Category: Financial Press, Index/ETFs, Investing, Psychology

10 Sunday Morning Reads

My Sunday morning reads: • Notes from the Delivering Alpha 2014 conference. (The Reformed Broker, part 2, part 3) •  Do You See Yourself as a Sophisticated Investor? (WSJ) • We’re in the third biggest stock bubble in U.S. history  (MarketWatch) but see Bubble Paranoia Setting In as S&P 500 Surge Stirs Angst (Bloomberg) • In…Read More

Category: Financial Press

10 Weekend Reads

Pour a tall cup of joe, settle in to your favorite easy chair, and enjoy our longer-form reads to begin your Saturday: • How Russian Hackers Stole the Nasdaq (Businessweek) • Visualizing Algorithms (Mike Bostock) • The voodoo of lobster economics: Cheap at sea, pricey on the plate (Globe and Mail) • The secretive billionaire who…Read More

Category: Financial Press

10 AM Friday Reads

My morning train reads (Continues here): • Cherry Picking Gold Data (Irrelevant Investor) • To Tilt or Not to Tilt (Rick Ferri) • How Geopolitical Threats Affect the Stock Market (Reformed Broker) • Latest DALBAR report underscores poor long-term performance of individual investors (The Mathematical Investor) Continues here        

Category: Financial Press

Sizing Up a Potential Media Marriage

Source: Bloomberg Visual Data

Category: Digital Media, Financial Press, M&A

10 Thursday PM Reads

My afternoon train reads : • A quick lesson on market tops (TRB) • Alpha addict: the amazing career of Leon Cooperman (CNBC) • The Timelessness of Greed, Fear, and Bad Decisions (Motley Fool) see also Data Rich, Information Poor: Improving Your Cognitive Environment (TraderFeed) • 7 market myths that make investors poorer (MarketWatch) •…Read More

Category: Financial Press